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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,715 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,389 | $32,865-92.7% | $75,826-96.8% | $56,287-95.8% |
| Participation rate | 87.3% | 53.0%+34.3pp | 68.2%+19.1pp | 69.9%+17.4pp |
| Annual return | -9.14% | -5.01%-4.1pp | 1914.15%-1923.3pp | -9.96%+0.8pp |
| Employer contribution / active EE | $350 | $891-60.7% | $1,913-81.7% | $2,111-83.4% |
| Participant deferral / active EE | $1,094 | $1,683-35.0% | $2,862-61.8% | $3,350-67.3% |
| Admin fee / account holder | $7 | $185-96.0% | $4,726-99.8% | $521-98.6% |